Portfolio (Quarterly) Guide ↗

Taylor Financial Group, Inc.

· CIK 0002012516

13F Portfolio $182M AUM 103 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 13 Added 16 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	2,135	$483K	0.29%	SOLD
2	SHEL	SHELL PLC	Energy	2,304	$214K	0.13%	SOLD
3	CADL	CANDEL THERAPEUTICS INC	Healthcare	16,600	$81K	0.05%	SOLD

Sector Allocation

Industrials 37.8%

Technology 19.9%

Financial Services 12.2%

Consumer Cyclical 9.3%

Healthcare 7.0%

Communication Services 3.9%

Consumer Defensive 3.4%

Utilities 3.0%

Basic Materials 2.3%

Energy 1.3%